Help Topics

Why meeting notes are important, how Navatar automates meeting entry, how to enter meeting notes, and viewing/editing meeting notes.

How to locate notes from specific meetings, how to edit meeting notes.

How Navatar's tagging system helps surface intelligence from meeting notes.

What Navatar sends you notifications for, how you can take action from notifications.

How clips can help you find and consolidate intelligence from various places to prepare you for meetings.

How Navatar helps you conduct research across the intelligence in your database, how to consolidate intelligence into dynamic workspaces, how to manage a workspace to execute on an initiative.

How Navatar provides context within your network for firms and contacts

How to create an execute a Deal in Navatar

How to create and execute a Fundraising in Navatar

How to easily create new interactions, firms, companies, contacts, deals, and fundraisings.